| Step 1
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Log in to Brightwheel
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Reporting
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Reports
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Deposits Report
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Input the dates of the month
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Export the file
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Download the deposit report as a google sheet
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| Step 2
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Open the Brightwheel Invoice Generator Template
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Select all of the downloaded deposit from the google sheet
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Copy the selected information
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Paste it into the template starting at Cell A5
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| Step 3
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Use Column G to map the payment to the appropriate department
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p = Preschool
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s = School Age
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a = After School
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* don't forget to also map the refunds
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(scroll right to find parent names for refunds)
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These will sum the department totals in cells G1, G2 and G3
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Verify that G4 matches Cell E2
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| Reference
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Column E is the amount that was paid for the student in Column F
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Column E sums in Cell E2
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